See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,880 | $138,044-71.1% | $125,339-68.2% | $134,475-70.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -16.10% | 750.33%-766.4pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,439 | $5,243-53.5% | $4,814-49.3% | $4,740-48.5% |
| Participant deferral / active EE | $4,768 | $7,799-38.9% | $7,446-36.0% | $6,400-25.5% |
| Admin fee / account holder | $12,132 | $11,571+4.8% | $10,010+21.2% | $11,426+6.2% |